1. Etazini
Kwasans nan rad Yo Vann an Detay ak ti kras bès nan mèb kay la
Dènye done ki sòti nan Depatman Travay Etazini an montre ke endèks pri konsomatè a (kpi) nan mwa avril ogmante pa 3.4% ane-sou-ane ak 0.3% mwa nan mwa; CPI debaz la plis tonbe nan 3.6% ane-sou-ane, rive nan pwen ki pi ba li yo depi avril 2021, ak ti soulajman majinal nan presyon enflasyon.
Retail sales in the United States remained stable month on month and increased by 3% year-on-year in April. Espesyalman, lavant debaz Yo Vann an Detay diminye pa 0.3% mwa sou mwa. Out of the 13 categories, 7 categories experienced a decrease in sales, with online retailers, sports goods, and hobby goods suppliers experiencing the most significant decline.
Done lavant sa yo endike ke demann konsomatè, ki te sipòte ekonomi an, se febli. Malgre ke mache travay la rete fò epi li bay konsomatè yo ase pouvwa depans, pri segondè yo ak to enterè ka plis peze finans nan kay la ak mete restriksyon sou acha a nan machandiz ki pa esansyèl.
Rad ak magazen rad: lavant Yo Vann an Detay nan mwa avril rive nan 25.85 milya dola dola ameriken, yon ogmantasyon de 1.6% mwa sou mwa ak 2.7% konpare ak menm peryòd la ane pase a.
Mèb ak mèb lakay magazen: lavant Yo Vann an Detay nan mwa avril rive nan 10.67 milya dola dola ameriken, yon diminisyon nan 0.5% mwa nan mwa ak 8.4% konpare ak menm peryòd la ane pase a.
Magazen Comprehensive (ki gen ladan makèt ak magazen depatman): lavant yo Yo Vann an Detay nan mwa avril yo te $ 75,87 milya dola, yon diminisyon nan 0.3% nan mwa anvan an ak yon ogmantasyon de 3.7% nan menm peryòd la ane pase a. The retail sales of department stores reached 10.97 billion US dollars, an increase of 0.5% month on month and a decrease of 1.2% year-on-year.
Ki pa Peye an detay fizik: lavant Yo Vann an Detay nan mwa avril yo te $ 119.33 milya dola, yon diminisyon nan 1.2% mwa nan mwa ak yon ogmantasyon de 7.5% konpare ak menm peryòd la ane pase a.
Envantè nan kay la lavant rapò kwasans, estabilite rad
Nan mwa Mas, rapò a envantè/lavant nan rad ak magazen rad nan Etazini yo te 2.29, yon ti ogmantasyon nan 0.9% konpare ak mwa anvan an; The inventory/sales ratio of furniture, home furnishings, and electronic stores was 1.66, an increase of 2.5% compared to the previous month.
2. Inyon Ewopeyen
Macro: 2024 Spring Ekonomik pespektiv Rapò a nan Komisyon Ewopeyen an kwè ke depi nan konmansman an nan ane sa a, kwasans ekonomik Inyon Ewopeyen an te fè pi bon pase espere, nivo enflasyon yo te kontwole, ak ekspansyon ekonomik te kòmanse pran fòm. Rapò a predi ke ekonomi Inyon Ewopeyen an ap grandi pa 1% ak 1.6% respektivman nan 2024 ak 2025, ak ekonomi an Eurozone ap grandi pa 0.8% ak 1.4% respektivman nan 2024 ak 2025. Dapre done preliminè soti nan Eurosta a, pri a konsomatè endèks (CPI) nan Eurozone a ogmante pa 2.4% ane-ane-ane nan mwa avril nan men yo nan mwa avril, nan men.
Yo Vann an Detay: Dapre estimasyon Eurosta, volim komès Yo Vann an Detay Eurozone a ogmante pa 0.8% mwa sou mwa nan mwa mas 2024, pandan y ap Inyon Ewopeyen an te grandi pa 1.2%. Compared to the same period last year, the retail sales index increased by 0.7%, while the EU increased by 2.0%.
3. Japon
Macro: According to the March household income and expenditure survey recently released by the Japanese Ministry of General Affairs, the average monthly consumption expenditure of households with two or more people in 2023 (April 2023 to March 2024) was 294116 yen (approximately RMB 14000), a decrease of 3.2% compared to the previous year, marking the first decrease in three years. Rezon prensipal ki fè se ke pri yo te ap monte pou yon tan long, ak konsomatè yo kenbe sou bous yo.
Retail: According to adjusted data from the Japanese Ministry of Economy, Trade and Industry, retail sales in Japan increased by 1.2% year-on-year in March. Soti nan mwa janvye a mas, kimilatif lavant Yo Vann an Detay nan twal ak rad nan Japon rive nan 1.94 billions Yen, yon ane-sou-ane diminye nan 5.2%.
4. UK
Dapre done ki sòti nan Biwo a UK nan Estatistik, kòm pri enèji plis n bès, CPI kwasans UK a nan mwa avril diminye soti nan 3.2% nan mwa mas a 2.3%, pwen ki pi ba a nan prèske twa ane.
5. Ostrali
Yo Vann an Detay: Biwo Ostralyen an nan Estatistik rapòte ke, ajiste pou faktè sezon an, lavant Yo Vann an Detay nan peyi a nan mwa avril ogmante pa sou 1.3% ane-sou-ane ak sou 0.1% mwa nan mwa, rive AUD 35.714 milya dola (apeprè RMB 172.584 milya dola). Looking at different industries, sales in the Australian home goods retail sector increased by 0.7% in April; Lavant yo nan rad, soulye, ak Pwodwi pou Telefòn pèsonèl nan sektè a Yo Vann an Detay diminye pa 0.7% mwa nan mwa; Lavant yo nan sektè magazen an depatman ogmante pa 0.1% mwa sou mwa. Soti nan mwa janvye a avril, kimilatif lavant Yo Vann an Detay nan rad, rad, ak magazen soulye montan a AUD 11.9 milya dola, yon diminisyon ti tay nan 0.1% ane-sou-ane.
The Director of Retail Statistics at the Australian Bureau of Statistics stated that retail spending in Australia has continued to be weak, with sales slightly increasing in April, but not enough to cover the decline in March. An reyalite, depi nan konmansman an nan 2024, lavant Yo Vann an Detay Ostrali a te rete estab akòz konsomatè prekosyon ak redwi depans diskresyonè.
Allbirds
Allbirds te anonse rezilta premye trimès li yo kòm nan 31 mas, 2024, ak revni tonbe 28% a $ 39.3 milyon dola, pèt nè nan $ 27.3 milyon dola, ak Marge pwofi brit ogmante pa 680 pwen baz 46.9%. Konpayi an espere lavant plis n bès ane sa a, ak yon bès 25% nan revni pou ane a plen nan 2024 a $ 190 milyon dola.
Kolumbia
The American outdoor brand Columbia announced its Q1 2024 results as of March 31, with sales falling 6% to $770 million, net profit falling 8% to $42.39 million, and gross profit margin at 50.6%. Pa mak, lavant Columbia a tonbe 6% a apeprè $ 660 milyon dola. Konpayi an espere yon diminisyon 4% nan lavant pou ane a plen nan 2024 a $ 3.35 milya dola.
Lululemon
Revni Lululemon a pou ane fiskal la 2023 ogmante pa 19% a $ 9.6 milya dola, pwofi nèt ogmante pa 81.4% a $ 1.55 milya dola, ak Marge pwofi brit te 58.3%. Konpayi an deklare ke revni li yo ak pwofi yo te pi ba pase espere, sitou akòz demand febli pou-wo fen espò ak pwodwi lwazi nan Amerik di Nò. Konpayi an espere revni de $ 10.7 milya dola a $ 10.8 milya dola pou ane fiskal la 2024, pandan y ap analis yo atann li yo dwe $ 10.9 milya dola.
Hanesbrands
Hanes Brands Group, yon manifakti rad Ameriken, lage Q1 2024 rezilta li yo, ak lavant nèt tonbe 17%a $ 1.16 milya dola, pwofi nan $ 52.1 milyon dola, Marge pwofi brit nan 39.9%, ak envantè desann 28%. Pa depatman, lavant nan depatman an lenjri diminye pa 8.4% a $ 506 milyon dola, depatman an spor degrengole pa 30.9% a $ 218 milyon dola, Depatman Entènasyonal tonbe pa 12.3% a $ 406 milyon dola, ak lòt depatman degrengole pa 56.3% a $ 25.57 milyon dola.
Mak Kontool
Konpayi paran Lee a Kontool Brands te anonse rezilta premye trimès li yo, ak lavant tonbe 5% a $ 631 milyon dola, sitou akòz mezi jesyon envantè pa détaillants US, redwi lavant pwodwi sezon, ak yon bès nan lavant mache entènasyonal yo. Pa mache, lavant nan mache US la diminye pa 5% a $ 492 milyon dola, pandan y ap nan mache entènasyonal la, yo diminye pa 7% a $ 139 milyon dola. Pa mak, lavant Wrangler a tonbe 3% a $ 409 milyon dola, pandan y ap Lee tonbe 9% a $ 219 milyon dola.
Macy a
As of May 4, 2024, Macy's Q1 results showed a 2.7% decrease in sales to $4.8 billion, a profit of $62 million, an 80 basis point decrease in gross profit margin to 39.2%, and a 1.7% increase in commodity inventory. During the period, the company opened a 31000 square foot small Macy's department store in Laurel Hill, New Jersey, and plans to open 11 to 24 new stores this year. Macy a espere jenere revni de $ 4.97 milya dola a $ 5.1 milya dola nan dezyèm sezon an.
Puma
Alman espò mak Puma lage rezilta premye trimès li yo, ak lavant tonbe 3.9% a 2.1 milya dola ero ak pwofi tonbe 1.8% a 900 milyon ero. Pa mache, revni nan Ewopeyen an, Mwayen Oryan, ak mache Afriken yo tonbe nan 3.2%, mache a Amerik tonbe pa 4.6%, ak mache Azi Pasifik la tonbe nan 4.1%. By category, sales of footwear increased by 3.1% to 1.18 billion euros, clothing decreased by 2.4% to 608 million euros, and accessories decreased by 3.2% to 313 million euros.
Ralph Lauren
Ralph Lauren announced the results for the fiscal year and fourth quarter ended March 30, 2024. Revenue increased by 2.9% to $6.631 billion, net profit increased by 23.52% to $646 million, gross profit increased by 6.4% to $4.431 billion, and gross profit margin increased by 190 basis points to 66.8%. Nan katriyèm trimès la, revni ogmante pa 2% a $ 1.6 milya dola, ak yon pwofi nèt nan $ 90.7 milyon dola, konpare ak $ 32.3 milyon dola nan menm peryòd la ane pase a.
US rabè revandè TJX te anonse rezilta Q1 li yo kòm nan 4 me, 2024, ak lavant ogmante pa 6% a $ 12.48 milya dola, pwofi rive $ 1.1 milya dola, ak Marge pwofi brit ogmante pa 1.1 pwen pousantaj a 30%. By department, the Marmaxx department responsible for selling clothing and other products saw a 5% increase in sales to $7.75 billion, the Home Furnishings department saw a 6% increase to $2.079 billion, the TJX Canada department saw a 7% increase to $1.113 billion, and the TJX International department saw a 9% increase to $1.537 billion.
Anba zam
Ameriken espò mak Andemar te anonse rezilta konplè ane li yo pou ane fiskal la te fini 31 mas, 2024, ak revni tonbe 3% a $ 5.7 milya dola ak pwofi nan $ 232 milyon dola. By category, clothing revenue for the year decreased by 2% to $3.8 billion, footwear by 5% to $1.4 billion, and accessories by 1% to $406 million. In order to strengthen the company's operational efficiency and restore performance growth, Andema announced layoffs and reduced third-party marketing contracts. Nan lavni, li pral diminye aktivite pou chanje klas epi konsantre devlopman konpayi an sou biznis rad debaz li yo.
Walmart
Wal Mart te anonse rezilta yo nan premye trimès la kòm nan 30 avril, 2024. Revni li yo ogmante pa 6% a $ 161.5 milya dola, pwofi ajiste opere li yo ogmante pa 13.7% a $ 7.1 milya dola, Marge brit li yo ogmante pa 42 pwen baz a 24.1%, ak envantè mondyal li yo diminye pa 7%. Wal Mart ap ranfòse biznis sou entènèt li yo ak peye plis atansyon a biznis mòd. Ane pase a, lavant mòd konpayi an nan Etazini yo te rive nan $ 29.5 milya dola, ak lavant mondyal sou entènèt depase $ 100 milya dola a pou premye fwa, reyisi yon kwasans 21% nan pwemye mwatye.
Ewopeyen e-komès jeyan Zalando te anonse Q1 2024 rezilta li yo, ak revni tonbe 0.6% a 2.24 milya dola ero ak pre pwofi taks rive 700000 ero. Anplis de sa, GMV total la nan tranzaksyon komodite konpayi an pandan peryòd la ogmante pa 1.3% a 3.27 milya dola ero, pandan y ap kantite itilizatè aktif diminye pa 3.3% a 49.5 milyon moun. Zalando2023 te wè yon diminisyon 1.9% nan revni a 10.1 milya dola ero, yon ogmantasyon 89% nan pre pwofi taks a 350 milyon ero, ak yon diminisyon 1.1% nan GMV 14.6 milya dola ero.
Post tan: Jun-09-2024